CRM migration, implementation, and optimization.

Henry helped us migrate from multiple different software packages (Pipedrive, LeadFeeder, MailChimp, etc.) into an all in one solution with HubSpot, saving all the data in the process. The new system allows our team to better manage data and increase efficiency. As a sales executive, this has helped us organize and manage larger amounts of data. Allowing our company to grow sales, marketing, and website traffic without growing staff.

Henry's automations, knowledge, skills, and abilities helped our company scale and hit annual sales goals!

Henry's ability to leverage the features of HubSpot greatly improved efficiency of my sales pipeline and territory. I manage a territory of 25 states which can be daunting. Henry was able to set up email automations that saved me time on outbound communication. Henry set up automations for inbound prospects to immediately schedule a meeting on my calendar. Along with creating email templates, these two main features helped me close more deals quicker. Another feature I love is Henry set up visibility for when a customer opens emails and views documents I've sent them. These features allowed us to scale quickly and hit our annual sales goal! If it weren't for these features Henry set up, we wouldn't have hit our goal!